Skip to content
Fundamentalis

Fundamentalis

Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

SP 500 Earnings Update: Will China Materially Impact Q3 ’15 Earnings ?

October 10, 2015 Brian Gilmartin Leave a comment

The earnings reports of this past week, were not encouraging to say the least. Alcoa (AA), YUM! Brands (YUM) and…

Continue Reading →

Posted in: AA, Basic Materials, Crude oil / Energy, Emerging Markets, Energy sector, Financial sector, Financials, GS, S&P 500, SCHW, Sector Earnings Growth Estimates, SP 500 Earnings Yield, Weekly Earnings Update

Is SP 500 Market Leadership Changing ?

October 6, 2015 Brian Gilmartin Leave a comment

Apple and biotech’s, the SP 500’s leadership for years, is what you should be keeping an eye on. The weakness…

Continue Reading →

Posted in: Apple (AAPL), Biotech, Biotech sector / earnings, Emerging Markets, Energy sector

A Longer-Term Look at SP 500 Earnings: Perhaps Foolishly, Why I Remain Bullish

October 4, 2015 Brian Gilmartin Leave a comment

Here is one of my favorite spreadsheets, FCSP500longtermdata, that takes a VERY long-term look at SP 500 earnings, annual returns as…

Continue Reading →

Posted in: PE expansion / contraction, Standard & Poors Earnings Data

Q3 ’15 SP 500 Earnings: 2nd Half, 2015, SP 500 Earnings Prospects Continue Unduly Pessimistic

October 3, 2015 Brian Gilmartin Leave a comment

That is just an opinion by the way. The forward 4-quarter estimate year-over-year growth rate fell to -5% this week,…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings Update: Sell Health Care, Buy Energy ?

September 26, 2015 Brian Gilmartin Leave a comment

By next Friday, October 2nd, 2015, readers will know what the September ’15 jobs report looked like, and what the…

Continue Reading →

Posted in: Biotech, Biotech sector / earnings, Energy sector, Health Care sector, S&P 500, Weekly Earnings Update

Post navigation

Page 263 of 344
← Previous 1 … 262 263 264 … 344 Next →

Fundamentalis

  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis